Powell for President?
What a great success seeing the Dow surge post Fed yesterday. As we all know, last time Trump tweeted the…
What a great success seeing the Dow surge post Fed…
What if the Fed stops QT?
The Fed chair backtracked on the balance sheet in January, saying the Fed “wouldn’t hesitate to make a change” if…
The Fed chair backtracked on the balance sheet in January,…
Fed Feeding Gold
Gold continues the trajectory higher. We have been outlining our logic on gold and the fear component, most recently yesterday.…
Gold continues the trajectory higher. We have been outlining our…
Apple – Where´s the Buzz?
Apple traded up to 163/164 in after hours trading last evening after the company convinced that life after the iPhone…
Apple traded up to 163/164 in after hours trading last…
FAANGs Refuse
Most FAANGs are reporting this week. The index itself is still stuck within the negative trend. Not many bother talking…
Most FAANGs are reporting this week. The index itself is…
Italy’s Lost Decade
Presented without much comments, but Italy has lost a decade, and the outlook seems all but rosy. Upper chart shows…
Presented without much comments, but Italy has lost a decade,…
Gold Loves Fear (again)
Gold has been one of the most stable and trending assets over past 5-6 months. The shiny metal closed above…
Gold has been one of the most stable and trending…
The Crowd is Wrong (again)
Nothing really new to our readers, but once again investors decided that Puts is not the asset to own, just…
Nothing really new to our readers, but once again investors…
Hedge Powell with VIX
Expect more explanations from Powell on Wednesday. The market expects the Fed to keep rates on hold, and the statement…
Expect more explanations from Powell on Wednesday. The market expects…
The DNA of SPX
In mid-January we explained the “DNA of SPX” around all major sell offs since the financial crisis lows. All bigger…
In mid-January we explained the “DNA of SPX” around all…
On the Way to ATH
Inspiring chart by the mighty Serbian!
Inspiring chart by the mighty Serbian!
In China We Trust (but we need the speculators)
We have been arguing for the Asian bull to continue (latest posts here and here). Price action continues to be…
We have been arguing for the Asian bull to continue…